2023 Form 5500 filing — Nna Services Profit Sharing 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250319153417NAL0005206193001) for Nna Services Profit Sharing 401(K) Plan, reported by Nna Services, LLC under EIN 46-1586301 and plan number 002. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319153417NAL0005206193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nna Services, LLC
- EIN
- 46-1586301
- Plan number
- 002
- Location
- Chatsworth, CA
- Participants
- 384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,543,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,543,622
- Employer contributions
- $1,831,501
- Participant contributions
- $987,373
- Total income / additions
- $6,793,281
- Benefits paid
- $735,794
- Administrative expenses
- $46,070
- Total expenses
- $798,710
- Net increase / (decrease)
- $5,994,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Wellness Group LLC | INVESTMENT ADVISOR | $45,205 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $865 | $0 |